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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,134 | $48,337-91.4% | $67,560-93.9% | $80,959-94.9% |
| Participation rate | 60.0% | 66.4%-6.4pp | 72.9%-12.9pp | 67.7%-7.7pp |
| Annual return | 22.34% | 18.26%+4.1pp | 3533.50%-3511.2pp | 35.67%-13.3pp |
| Employer contribution / active EE | $668 | $2,023-67.0% | $2,737-75.6% | $2,757-75.8% |
| Participant deferral / active EE | $998 | $2,928-65.9% | $4,004-75.1% | $4,300-76.8% |
| Admin fee / account holder | $442 | $3,695-88.0% | $3,994-88.9% | $6,925-93.6% |